Areas of Practice
Business OwnersCharitable GivingCorporate ExecutivesEstate PlanningFinancial Planning & CoachingHigh Net WorthInvestment ManagementRetirement PlanningTax Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
81 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$167.8M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$2M
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Contact
Nicholas Murphy
Location
404 N. 3rd Street, Suite 107, Wilmington, NC, 28401
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Nicholas serves on the board of directors for Raleigh DreamCenter, a local outreach ministry, since 2018. He dedicates about 10-20% of his time to general oversight, including some time during securities trading hours.
Employment History
Current Registrations
Counterweight Private Wealth
October 2023 - Present · 2 yrs 5 mos
Previous Registrations
Truclarity Wealth Advisors
September 2021 - October 2023 · 2 yrs 1 mo
RBC Capital Markets, LLC
October 2006 - September 2021 · 14 yrs 11 mos
RBC Capital Markets, LLCBroker
October 2006 - September 2021 · 14 yrs 11 mos
RBC Centura Securities, INC.Broker
August 2004 - October 2006 · 2 yrs 2 mos
RBC Centura Securities INC.
August 2004 - October 2006 · 2 yrs 2 mos
Waddell & Reed, INC.
October 2002 - July 2004 · 1 yr 9 mos
Waddell & Reed, INC.Broker
September 2002 - July 2004 · 1 yr 10 mos
State Registrations2 states
NCTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
Contact
Nicholas Murphy